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Evolent Health
EVH

Overview Fund Activity

217 hedge funds and large institutions have $3.55B invested in Evolent Health in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-23
Holders Change %
-9.58%
% of All Funds
3.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
22
Increased
83
Reduced
73
Closed
45
Calls
$942K
Puts
$4.85M
Net Calls
-$3.91M
Net Calls Change
+$37K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$80.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$497M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$115M
4
BG
4
Bellevue Group
Switzerland
$104M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$313M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$3.85K
2
Millennium Management
2
Millennium Management
New York
$28M
3
ITP
3
Iron Triangle Partners
Connecticut
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$22.2M
5
TGA
5
TPG GP A
Texas
$8.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$2.82K +$909 +30 +48%
FCA
202
FinTrust Capital Advisors
South Carolina
$2.61K – – –
VCM
203
Versant Capital Management
Arizona
$1.52K – – –
GWSG
204
GPS Wealth Strategies Group
Colorado
$1.52K +$1.52K +50 New
IFAM
205
Institutional & Family Asset Management
Colorado
$1.24K – – –
BIA
206
Bell Investment Advisors
California
$1.09K -$455 -15 -29%
S
207
SignatureFD
Georgia
$1.03K -$1.06K -35 -51%
AF
208
Allworth Financial
California
$1K – – –
GWS
209
Glassman Wealth Services
Virginia
$909 – – –
PA
210
Parallel Advisors
California
$667 -$515 -17 -44%
SOW
211
State of Wyoming
Wyoming
$545 -$28.5K -941 -98%
JWA
212
JFS Wealth Advisors
Pennsylvania
$425 – – –
AF
213
Advisornet Financial
Minnesota
$182 +$30 +1 +20%
QCG
214
Quadrant Capital Group
Ohio
$152 -$122 -4 -44%
SIC
215
SJS Investment Consulting
Ohio
$152 -$30 -1 -17%
DI
216
Disciplined Investments
Oklahoma
$152 – – –
ITP
217
Iron Triangle Partners
Connecticut
– -$32.5M -1,000,402 Closed
LCG
218
Lisanti Capital Growth
New York
– -$10.4M -319,560 Closed
Point72 Asset Management
219
Point72 Asset Management
Connecticut
– -$10M -308,184 Closed
TLP
220
Tri Locum Partners
New York
– -$8.7M -268,011 Closed
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
– -$6.32M -194,863 Closed
CM
222
Castleark Management
Illinois
– -$5.46M -168,180 Closed
Tudor Investment Corp
223
Tudor Investment Corp
Connecticut
– -$3.56M -109,715 Closed
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
– -$1.84M -56,736 Closed
ADIM
225
Alpha DNA Investment Management
Maryland
– -$1.08M -33,231 Closed
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